Give each person the access needed for their donor and donation responsibilities.
The Clinical Coordinator maintains donor identities and donation appointments, manages follow-up and consent work, and reviews processing charges. Payment outcomes are available for reading during operational follow-up.
The Licensed Clinician maintains screening notes, laboratory observations and blood unit records. Care assignments and professional evidence provide context for the work being performed.
The Clinical Reviewer reads the donation evidence and makes the review decision. The Clinical Coordinator records the resulting donation status after that decision under the agreed procedure.
The Clinical Governance Administrator maintains professional credentials, care assignments and team member records. Agree the access purpose and effective period before handing responsibility to a different screener.
Configure Admin access for account setup, controlled imports and payment maintenance. Review who needs this access before introducing the operating team.
| Role | Donor registration | Consent and care access | Donation screening | Blood unit processing | Unit issues and follow-up | Processing charges and payments |
|---|---|---|---|---|---|---|
| Clinical Governance Administrator | Edit | Edit | Edit | — | Edit | — |
| Clinical Reviewer | View | View | View | View | View | View |
| Licensed Clinician | View | Edit | Edit | Edit | Edit | View |
| Clinical Coordinator | Edit | Edit | Edit | Edit | Edit | Edit |
| Admin | Edit | Edit | Edit | View | Edit | Edit |
Maintains verified professional privileges and care-team assignments. Record entry: Clinical Privileges, Care Team Assignments, People. Read only: Patients. Pages: Clinical Privileges and Details.
Starts on: Active Care Assignments
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
Starts on: Donation Schedule
Captures assigned care operations work and evidence.
Starts on: Donation Schedule
Owns care operations setup, planning and assigned operational work. Record entry: Patients, Encounters, Care Tasks, Consents, Charges. Read only: People, Payments. Pages: Business Overview, Encounters.
Starts on: Donation Schedule
Maintains account access, controlled imports and payment administration during setup and operation.
Start free, then use Proto to change fields, steps and approvals before your team goes live.